Purchases and Sales Made in Q4 2023 in Listed Fds Tr Trueshares Struc (JULZ)
This table provides information about the institutional ownership of Listed Fds Tr Trueshares Struc (JULZ) during Q4 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR TRUESHARES STRUC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.5KNew |
$2.28M - $2.53M
|
67.5K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 23.66% |
$133K - $148K
|
20.6K
$801K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
73+ 0.52% |
$2.46K - $2.74K
|
14.1K
$549K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.8 - $37.5
|
1
$38.9
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.8 - $37.5
|
1
$38.9
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 5.41% |
$338 - $375
|
175
$6.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-729- 1.18% |
$24.6K - $27.3K
|
61.2K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-819- 7.09% |
$27.6K - $30.7K
|
10.7K
$417K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18.6K- 47.2% |
$626K - $696K
|
20.8K
$807K
|